Spdr Series Trust (XSW): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Spdr Series Trust (XSW) following the 2026 Q1 hedge fund 13F filings?

As of today, XSW has moved +3.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.4%. Since the quarter end (March 31, 2026), XSW gained +14.1% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Spdr Series Trust (XSW)

115 + Investors. Track Smart Money conviction in XSW. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — XSW

Based on 115 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added XSW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

115 hedge funds hold XSW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q

+4 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 49% buying

54 buying56 selling

Last quarter: 56 funds reduced or exited vs 54 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter

Funds opening a new XSW position: 11 → 20 → 16 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 19% medium ■ 28% new

61 out of 115 hedge funds have held XSW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +25%, value -7%

Value

-6%

+25%

Last quarter: funds added +25% more shares while total portfolio value only changed -7%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

15 → 11 → 20 → 16 → 29 new funds/Q

New funds entering each quarter: 11 → 20 → 16 → 29. A growing number of institutions are discovering XSW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 16% 1-2yr ■ 28% new

Of 118 current holders: 66 (56%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds

23 of 115 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	115	111	3.6%
13F Shares	2M	1M	25.28%
Total Value	$219M	$236M	-6.88%
New Positions	29	16	+13
Increased Positions	26	22	+4
Closed Positions	25	18	+7
Reduced Positions	30	35	-5
Total Calls	2	1	100.0%
Total Puts	2	1	100.0%
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

115

111

3.6%

13F Shares

25.28%

Total Value

$219M

$236M

-6.88%

New Positions

+13

Increased Positions

Closed Positions

Reduced Positions

-5

Total Calls

100.0%

Total Puts

100.0%

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q1)

115 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XSW. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 XSW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	McGuire Investment Group, LLC	1.07%	66,286	$9.4M
2	Tandem Financial, LLC	0.88%	19,355	$2.8M
3	Performa Ltd (US), LLC	0.87%	27,000	$3.8M
4	High Point Wealth Management, LLC	0.56%	4,067	$579K
5	Dale Q Rice Investment Management Ltd	0.39%	3,596	$512K
6	Essex LLC	0.39%	15,356	$2.2M
7	Fifth Third Securities, INC.	0.28%	30,499	$4.3M
8	Grant Private Wealth Management Inc	0.26%	3,379	$481K
9	Bawa N Mallick Trust	0.24%	4,160	$592K
10	American State Bank (Iowa)	0.22%	1,500	$231K
11	Kingsview Wealth Management, LLC	0.21%	107,185	$15.3M
12	Kaizen Financial Strategies	0.18%	2,735	$414K
13	NFSG Corp	0.17%	7,071	$1.0M
14	Cwm, LLC	0.17%	442,316	$62.9M
15	V2 Financial group LLC	0.13%	1,900	$270K
16	Sharper & Granite LLC	0.07%	1,525	$217K
17	GGM Financial LLC	0.07%	1,114	$159K
18	Beacon Financial Advisory LLC	0.07%	2,156	$307K
19	Clear Harbor Asset Management, LLC	0.05%	4,935	$702K
20	Ntv Asset Management LLC	0.04%	2,823	$402K
21	Retirement Income Solutions, Inc	0.04%	1,704	$242K
22	Lowe Brockenbrough & Co Inc	0.03%	4,145	$590K
23	Arax Advisory Partners	0.03%	6,692	$952K
24	Composition Wealth, LLC	0.03%	13,471	$1.9M
25	Sunbelt Securities, Inc.	0.02%	2,043	$291K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Spdr Series Trust (XSW)

What does the Smart Money Trend signal show for XSW?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added XSW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XSW?

More sellers than buyers — 49% buying: Last quarter: 56 funds reduced or exited vs 54 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for XSW holders?

Strong quality — 37% AUM from major funds: 23 of 115 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held XSW?

53% of holders stayed for 2+ years: 61 out of 115 hedge funds have held XSW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Spdr Series Trust (XSW) following the 2026 Q1 hedge fund 13F filings?

As of today, XSW has moved +3.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.4%. Since the quarter end (March 31, 2026), XSW has gained +14.1% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Spdr Series Trust (XSW)

Smart Money Signals — XSW

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +4% more funds vs a year ago

More sellers than buyers — 49% buying

More new buyers each quarter (+13 vs last Q)

53% of holders stayed for 2+ years

Buying through price weakness — shares +25%, value -7%

Growing discovery — still being found

Deep conviction — 56% of holders stayed 2+ years

Strong quality — 37% AUM from major funds

Institutional Sentiment Summary — XSW

Hedge Fund Ownership: XSW

Market Analysis: XSW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XSW

Is It Too Late to Buy Spdr Series Trust (XSW) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: XSW

Statistics: XSW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Spdr Series Trust (XSW)

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